Investment Analyst

Lykos Global Management LP seeks Investment Analyst in Stamford, CT to perform financial analysis and build valuation models to support the firm’s investment thesis development across public and private companies.

• Bachelor's degree or foreign equivalent in Economics, or a related field, and three (3) years of experience in the job offered or in a related occupation: building financial models for equity investments, including discounted cash flow models, comparable company analysis, and financial projections using Microsoft Excel
• analyzing financial statements including income statement, balance sheet, and cash flow statements, earnings reports and SEC filings for companies
• using third party financial data platforms, including Bloomberg, CapitalIQ, Fact Set to obtain market data, news and company financials
• analyzing public equity markets, including evaluation of valuation multiples, growth drivers, competitive positioning, and key risk factors impacting a stock’s listed price
• performing valuation and returns analysis for equity investments, including internal rate of return, multiple on invested capital calculations, leveraged buyout models, discounted cash flow models, and sensitivity/scenario analysis including leverage, exit multiple, margin, and growth profiles
• executing transaction due diligence for public and private companies by analyzing operational Key Performance Indicators (KPIs), unit economics, cohort / retention metrics, and customer concentration, and synthesizing findings into investment committee materials
• preparing and reviewing transaction documentation and deal process deliverables, including confidential information memoranda (CIMs), management presentations, diligence Q&A trackers, data room requests, and investment memos, in support of Mergers & Acquisition, capital raise, and buyout processes
• monitoring portfolio and market performance by building and maintaining quarterly/annual financial models, operational dashboards, and variance analyses versus budget/plan, and presenting performance drivers and key risks to internal stakeholders